OnePlan

HQ
San Diego
140 Total Employees

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2 Days AgoSaved
Remote
United States
Fintech • Payments • Software • Financial Services
Generates qualified sales opportunities through targeted outreach, personalized messaging, and metric-driven prospecting. The representative meets outreach and conversion KPIs, collaborates with sales and marketing teams, supports campaign strategy, stays informed on project and portfolio management trends, and shares outreach insights. The role serves as an initial point of contact for prospective customers and uses consultative communication to introduce OnePlan’s AI-enabled work management solutions.